Engagement
2-day AI education workshop + strategy consulting
Challenge
Manual review of 10,000+ claims/month, 5-day SLAs
Our Solution
Trained 40+ underwriters on AI use-cases; mapped a 3-phase automated triage roadmap
Outcome
POC automated 20% of low-risk claims in 6 weeks, projecting 30% faster processing & 15% cost savings
Engagement
Retainer-based AI chatbot implementation
Challenge
60% of customer inquiries were basic FAQs, overloading call center
Our Solution
Built and maintained an AI chatbot integrated with Zendesk; ongoing tuning & roadmap under retainer
Outcome
45% FAQ deflection, 25% support-cost reduction in first 3 months
Engagement
“Data to Decisions” 90-day consulting sprint
Challenge
No centralized data platform—underwriting lacked predictive insight
Our Solution
Ran cross-functional KPI workshops; delivered a Python-based risk-model rollout plan
Outcome
20% uplift in underwriting accuracy; leadership green-lit a $250K pilot
Engagement
Intro AI briefing + monthly coaching retainer
Challenge
Leadership unfamiliar with AI, stalling digital initiatives
Our Solution
Half-day executive workshop; monthly coaching calls to guide in-house POCs
Outcome
Two POCs launched (renewal chatbot & billing anomaly detection); team now self-sufficient
Connect with AI-First Mindset
If you are ready to see how AI-First Mindset can help you get similar results with proven strategies
for AI implementation, contact us below. We’re here to help.